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- 2026
A Checklist for Small Businesses
Business owners need to take care of their personal and business lives on a regular basis. It is always a good time to make sure everything is in order for taxes as well as for general business purposes. The following checklist is a guide to the items your business will need to address on an annual basis–if not more frequently.
Is an Outsourced CFO Right for You?
Outsourced chief financial officer firms provide you with an external expert to guide your company’s financial strategy, operations and planning on a part-time, contract or project basis. Leveraging this kind of external managed service can improve your company’s ability to adapt quickly and scale efficiently.
Tips for Sensible Nonprofit Budgeting
When it comes to financial planning, few things are more important to a nonprofit than the creation of the budget. It’s how the board of directors and staff plan for income and expenses. Approval of the annual budget is a fundamental step toward sound financial management. Staff is responsible for creating the initial draft of the budget, and then the full board must review and adopt it.
Fractional CFOs and EOS
As a Fractional CFO business, we understand the unique challenges and opportunities that small and medium-sized enterprises (SMEs) face. One powerful tool that can significantly enhance your company’s performance is the Entrepreneurial Operating System (EOS). In this article, we’ll explore the value of EOS and how it can help your business achieve its goals.
What Are the New Overtime and HCE Rules?
It’s long been a policy that employees are exempt from the Fair Labor Standards Act’s minimum wage and overtime protections if they are employed in a bona fide executive, administrative or professional capacity. To fall within this EAP exemption, an employee generally must meet three tests, according to the DOL.
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